Verdence Capital Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.21M | Buy |
35,442
+4,601
| +15% | +$676K | 0.36% | 63 |
|
|
2025
Q1 | $4.84M | Buy |
30,841
+10,310
| +50% | +$1.62M | 0.37% | 66 |
|
|
2024
Q4 | $3.6M | Buy |
20,531
+334
| +2% | +$58.6K | 0.29% | 89 |
|
|
2024
Q3 | $4.24M | Buy |
20,197
+8,731
| +76% | +$1.83M | 0.34% | 68 |
|
|
2024
Q2 | $2.03M | Buy |
11,466
+499
| +5% | +$88.4K | 0.18% | 148 |
|
|
2024
Q1 | $2.6M | Sell |
10,967
-1,086
| -9% | -$258K | 0.24% | 115 |
|
|
2023
Q4 | $2.34M | Buy |
12,053
+324
| +3% | +$63K | 0.23% | 115 |
|
|
2023
Q3 | $2.21M | Buy |
11,729
+306
| +3% | +$57.6K | 0.24% | 112 |
|
|
2023
Q2 | $2.08M | Sell |
11,423
-70
| -0.6% | -$12.7K | 0.24% | 109 |
|
|
2023
Q1 | $2.11M | Sell |
11,493
-560
| -5% | -$103K | 0.26% | 105 |
|
|
2022
Q4 | $1.97M | Buy |
+12,053
| New | +$1.97M | 0.24% | 109 |
|